FOFA
Financial planning
Rice Warner will present a submission explaining how it arrived at the contentious $11 per client cost of opt-in that was quoted by Financial Services Minister Bill Short...
Financial planning
Newly appointed regional manager Richard Liverpool will take on a dual regional and national role at Australian Financial Services Group....
People & Products
Former Skandia Australia chief Andrew Black appointed to new CEO position at Plan B....
Policy & Regulation
The Federal Government would be likely to garner grudging (but majority) financial planning industry support for its Future of Financial Advice (FOFA) legislation if it w...
Financial planning
A new Money Management survey reveals most planners believe opt-in will cost $100 per client - not the Government's $11 figure....
Policy & Regulation
The Future of Financial Advice (FOFA) and superannuation reforms have been slammed as veering close to social engineering by Plum Financial Services non-executive directo...
People & Products
Financial planning group Omniwealth has appointed a new director, Matthew Kidd, as part of the firm's plan to drive business growth and diversification. ...
Financial planning
Lonsec has again been named Money Management's Ratings House of the Year on the back of strong support from fund managers and dealer groups and despite a resurgent van Ey...
Policy & Regulation
OnePath has announced the launch of the Valuing Advice for Growth program, the first in a series of initiatives the platform is unveiling in order to support aligned deal...
Editorial
Financial planners have finally been given the details of the Government's FOFA reforms. In an editorial written prior to the release of the reform package Mike Taylor wa...
Financial planning
ANZ has announced plans to implement an online merger and acquisition facility where financial planners can anonymously advertise that there is a practice for sale, while...
Financial planning
FPA chief executive Mark Rantall cites advertising campaign as underscoring planners from 'free riders'....
Financial planning
Conservative investors are being targeted by OnePath, with the release of a new range of ANZ term deposits....
Financial planning
Mercer's push into the wealth management space is based on bringing institutional advice to retail clients, according to Mercer global head of wealth management Cara Will...
Policy & Regulation
The Federal Government has released the first tranche of its Future of Financial Advice draft legislation. Money Management would like your views on the Government’s appr...
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...